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Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $95,187 | $183,978-48.3% | $162,171-41.3% | $152,885-37.7% |
| Participation rate | 100.0% | 88.5%+11.5pp | 87.6%+12.4pp | 82.5%+17.5pp |
| Annual return | 17.26% | 150.78%-133.5pp | 115.60%-98.3pp | 345.39%-328.1pp |
| Employer contribution / active EE | $1,928 | $6,370-69.7% | $5,613-65.7% | $4,763-59.5% |
| Participant deferral / active EE | $2,608 | $8,033-67.5% | $7,297-64.3% | $5,851-55.4% |
| Admin fee / account holder | $736 | $13,122-94.4% | $10,843-93.2% | $11,598-93.7% |